Planning for Higher Education Journal

Integrating Strategic Finance and Endowment Management

Journal Cover
From Volume 26 Number 2 | Winter 1997–1998
By Philip Taylor, Roger C. Hewins III, William F Massy
Planning Types: Resource Planning

For too long, the authors contend, endowment management strategies have not been linked with overall financial management at most colleges and universities. Advocates a comprehensive, objective approach to financial planning and management which does not separate investment management from the other financial management operations of the institution. Discusses potential goals for design and implementation of integrated strategic financial planning and investing, including a five-step process for investment management.

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